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Financial Planning

Financial Planning

5 Things Your Financial Advisor Isn’t Telling You

The world of investment advice and financial planning is full of problems. Things like conflicts of interest, obscure disclosures and an overall lack of transparency leave…
Eric CroakJune 17, 2019
Financial PlanningLifestyle Planning

Making the Most of Your Special Day

Paying for a wedding can be a lot, but why not take advantage of it? Here are the three main things you should look for…
Eric CroakJanuary 2, 2019
Financial Planning

Quarterly Market Commentary – Q2, 2018

As the 2nd quarter of 2018 closes, we take a look back at the economy and markets to assess what has happened and make educated…
Eric CroakJuly 3, 2018
Financial PlanningTaxes

Understanding IRAs Today

Alphabet Soup Part 1 – What Accounts do I have and Why? Acronyms have become a major part of our daily lives. We’re so used…
Eric CroakMay 8, 2018
Financial Planning

Should You Invest or Pay Off Student Loans?

What would you do to eliminate your student loans? While taking out student loans might not be your biggest regret from the college days, it…
Eric CroakApril 3, 2018
Financial Planning

My New Year’s Resolution: Be More Like Lebron

We’ve all been there. It’s the first week of January and you can still feel the wind of the 2017 doors closing behind you. New…
Eric CroakJanuary 4, 2018
Financial Planning

Are You Getting Hosed? 3 Interest Rates to Watch Out For In Your Daily Life

Annual Percentage Rate. The word can be daunting. Companies will use the acronym APR to lower our antennas and, for the vast majority of people,…
Eric CroakDecember 6, 2017
Financial Planning

A Game of Inches

“On This team, we fight for that inch. We fight for every single inch.” Al Pacino’s speech from Any Given Sunday has racked up millions…
Eric CroakOctober 30, 2017
Financial PlanningLifestyle Planning

Six Essential Steps for The Successful Post-Grad

And so you have it: college is over and you have a real job. Welcome to the sometimes appealing and sometimes downhill spiral that is…
Eric CroakApril 6, 2016
Financial Planning

The Ten Absolute Worst Money Mistakes For Millennials

 10. Using a Savings Account as a Retirement Account Bank accounts – great for emergencies & spending, bad for growth. Savings accounts are averaging less than .1% per year…
Eric CroakMarch 9, 2016

What’s Trending

  • 5 Things Your Financial Advisor Isn’t Telling You June 17, 2019
  • Thinking About Saving? Make it Easier. June 1, 2019
  • Doing Good or Doing Well? May 31, 2019

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Recently Posted

  • 5 Things Your Financial Advisor Isn’t Telling You June 17, 2019
  • Thinking About Saving? Make it Easier. June 1, 2019
  • Doing Good or Doing Well? May 31, 2019
  • The Index Bogeyman April 10, 2019
  • Getting to the Point of a Point March 31, 2019

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Address: 432 N. Superior St.
Toledo, Ohio 43604

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